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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,889 | $133,998-68.0% | $112,263-61.8% | $134,545-68.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.58% | 47.17%-66.7pp | 27.49%-47.1pp | 418.37%-437.9pp |
| Employer contribution / active EE | $6,181 | $4,040+53.0% | $3,636+70.0% | $4,742+30.4% |
| Participant deferral / active EE | $3,320 | $5,292-37.3% | $4,729-29.8% | $6,401-48.1% |
| Admin fee / account holder | $509 | $7,493-93.2% | $6,410-92.1% | $11,431-95.5% |